Finance Assistant BS

Simera

San Francisco (CA)

On-site

USD 55,000 - 70,000

Full time

11 days ago
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Simera is seeking a Finance Assistant in San Francisco to support daily financial and administrative activities. The role involves recording daily transactions, processing invoices, maintaining ledgers, and assisting with reconciliations and month-end close.

The ideal candidate will have experience in finance or accounting, strong Excel or Google Sheets skills, and a detail-oriented, reliable work style. Remote work options may be available for the right candidate while ensuring data security

Qualifications

  • Experience in finance, accounting, bookkeeping, accounts payable/receivable.
  • Education in Finance, Accounting, Business Administration, or related field.
  • Experience processing financial transactions, invoices, expenses, or payments.
  • Experience using spreadsheets and accounting or financial management systems.
  • Basic understanding of reconciliations and financial reporting.
  • Strong computer and digital skills.
  • Ability to maintain accurate financial records and supporting documentation.

Responsibilities

  • Assist with recording and processing daily financial transactions.
  • Support accounts payable and accounts receivable activities.
  • Process invoices, expenses, payments, receipts, and other financial documents.
  • Maintain accurate and organized financial records and documentation.
  • Assist with bank, credit card, and account reconciliations.
  • Review financial information for accuracy, completeness, and consistency.
  • Monitor invoices, payments, expenses, and outstanding balances.
  • Prepare and update spreadsheets, financial reports, and account summaries.
  • Assist with month-end and year-end closing activities.
  • Research and resolve discrepancies in financial records and transactions.
  • Support budgeting, forecasting, and financial planning activities when required.
  • Assist with gathering and organizing documentation for audits and financial reviews.
  • Enter and update financial information in accounting and finance systems.
  • Communicate with internal teams, vendors, and other stakeholders regarding finance-related requests.
  • Maintain confidentiality when handling financial and business information.
  • Follow established financial policies, procedures, and internal controls.
  • Support other finance and administrative projects as needed.

Skills

Accounting principles
Attention to detail
Excel/Sheets
Data entry
Communication
Time management
Independent work

Education

Finance or Accounting coursework

Tools

Accounting software

Job description

We are seeking a highly organized, detail-oriented, and reliable Finance Assistant to support daily financial and administrative activities. The ideal candidate will assist with financial transactions, reconciliations, invoices, reporting, record keeping, and other finance-related tasks while maintaining accuracy, confidentiality, and timely completion of responsibilities.

Responsibilities
  • Assist with recording and processing daily financial transactions.
  • Support accounts payable and accounts receivable activities.
  • Process invoices, expenses, payments, receipts, and other financial documents.
  • Maintain accurate and organized financial records and documentation.
  • Assist with bank, credit card, and account reconciliations.
  • Review financial information for accuracy, completeness, and consistency.
  • Monitor invoices, payments, expenses, and outstanding balances.
  • Prepare and update spreadsheets, financial reports, and account summaries.
  • Assist with month-end and year-end closing activities.
  • Research and resolve discrepancies in financial records and transactions.
  • Support budgeting, forecasting, and financial planning activities when required.
  • Assist with gathering and organizing documentation for audits and financial reviews.
  • Enter and update financial information in accounting and finance systems.
  • Communicate with internal teams, vendors, and other stakeholders regarding finance-related requests.
  • Maintain confidentiality when handling financial and business information.
  • Follow established financial policies, procedures, and internal controls.
  • Support other finance and administrative projects as needed.
Required Skills
  • Basic knowledge ofaccounting and financial principles.
  • Excellent attention to detail and accuracy.
  • Strong organizational and time-management skills.
  • Proficiency withMicrosoft Excel or Google Sheets.
  • Comfortable working with accounting software, financial systems, and digital tools.
  • Strong numerical and analytical abilities.
  • Good data entry and record-keeping skills.
  • Ability to identify discrepancies and assist with reconciliations.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong problem-solving and follow-up skills.
  • Ability to handle confidential financial information responsibly.
  • Ability to work independently and collaborate effectively with finance and other teams.
  • Reliable, organized, and proactive approach to work.
Requirements
  • Previous experience infinance, accounting, bookkeeping, accounts payable, accounts receivable, or a similar role.
  • Relevant education or coursework inFinance, Accounting, Business Administration, or a related field.
  • Experience processing financial transactions, invoices, expenses, or payments.
  • Experience using spreadsheets and accounting or financial management systems.
  • Basic understanding of reconciliations and financial reporting.
  • Strong computer and digital skills.
  • Ability to maintain accurate financial records and supporting documentation.
  • Ability to manage detail-oriented tasks while maintaining accuracy.
  • Ability to meet deadlines and follow established financial procedures.
  • Ability to work independently and effectively in a remote environment.
  • Reliable internet connection and a suitable setup for remote work.
  • Professional, organized, dependable, and detail-oriented attitude.
  • English proficiency is required if the position involves working with English-speaking clients, vendors, or teams.

By applying to this position, we’ll create yourSimera Professional Key (SPK) — a unique key that helps you connect with employers, stand out, and secure the right match.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Finance Assistant BO
Finance Assistant BO

Simera • San Francisco (CA)

On-site
USD 52,000 - 72,000
Finance Assistant DO
Finance Assistant DO

Simera • San Francisco (CA)

On-site
USD 52,000 - 75,000
Finance Assistant PA
Finance Assistant PA

Simera • San Francisco (CA)

On-site
USD 55,000 - 75,000
Finance Assistant DM
Finance Assistant DM

Simera • San Francisco (CA)

On-site
USD 50,000 - 65,000
Finance Assistant BZ
Finance Assistant BZ

Simera • San Francisco (CA)

On-site
USD 55,000 - 75,000
Finance Assistant VE
Finance Assistant VE

Simera • San Francisco (CA)

On-site
USD 60,000 - 80,000
Finance Assistant CA
Finance Assistant CA

Simera • San Francisco (CA)

On-site
USD 50,000 - 72,000
Finance Assistant HT
Finance Assistant HT

Simera • San Francisco (CA)

On-site
USD 52,000 - 76,000
Finance Assistant YE
Finance Assistant YE

Simera • San Francisco (CA)

On-site
USD 50,000 - 70,000
Finance Assistant PT
Finance Assistant PT

Simera • San Francisco (CA)

On-site
USD 60,000 - 75,000